Tony Davidow, CIMA

Tony Davidow, CIMA
President and Founder T. Davidow Consulting, LLC an independent advisory firm focused on the needs and challenges facing the financial services industry. Davidow leverages his diverse experiences to deliver research and analysis to sophisticated advisors, asset managers and wealthy families. He’s held senior leadership roles at Morgan Stanley, Charles Schwab, Guggenheim Investments and IndexIQ among others.
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Recent Posts

Beware: Market Volatility Ahead!

Posted by Tony Davidow, CIMA on Oct 28, 2020 4:37:21 PM

With COVID cases on the rise, Congress’s inability to pass a stimulus bill, and uncertainty about the Elections, financial advisors and investors should expect market volatility to spike in the coming weeks. The number of COVID cases here and abroad have been rising rapidly over the last couple of weeks. While the vaccine trials look promising, most experts suggest that a vaccine will not be universally available until mid-late next year.

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Allocating Assets: Is it time to consider alternatives?

Posted by Tony Davidow, CIMA on Sep 17, 2020 10:08:25 AM

“Market participants willing to accept illiquidity achieve a significant edge in seeking high risk-adjusted returns. Because market players routinely overpay for liquidity, serious investors benefit by avoiding overpriced liquid securities and by embracing less liquid alternatives.” ― David F. Swensen, Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment, Fully Revised and Updated

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Becoming a Behavioral Coach

Posted by Tony Davidow, CIMA on Aug 27, 2020 2:37:08 PM

Tony Davidow, CIMA® Founder and President, T.Davidow Consulting, LLC

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Breaking Down the E, S and G in ESG

Posted by Tony Davidow, CIMA on Jun 24, 2020 12:47:50 PM






-Tony Davidow, CIMA®,  President & Founder T.Davidow Consulting, LLC

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Topics: ESG

Understanding and Embracing ESG Investing

Posted by Tony Davidow, CIMA on May 22, 2020 11:32:23 AM


"There is a narrative that ESG investing comes at a price – lagging performance relative to an unconstrained portfolio. The data does not support that contention, and in fact shows that these strategies often outperform the overall market. Many advisors have a naïve assumption that all Sustainable investing strategies screen and weight securities the same way. Of course, this flawed assumption couldn’t be further from the truth."

- Tony Davidow, CIMA® President and Founder of T.Davidow...

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Managing Risk in Volatile Times

Posted by Tony Davidow, CIMA on Mar 3, 2020 1:09:21 PM


- Tony Davidow

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Topics: financial advisors

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